A company is looking for a Financial Coach to assist clients with their investment and financial wellness needs.Key Responsibilities Provide education and advice on financial planning and investment options Manage inbound queues and appointments, ensuring timely service and customer satisfaction Identify opportunities to enhance client assets and conduct retirement planning discussionsRequired Qualifications FINRA 7 and 66 (or 63 and 65) registrations required Previous experience in inbound and outbound phone roles Bachelor's degree or equivalent combination of education and professional work experience Demonstrated success in performance roles or similar experience Ability to manage multiple priorities and handle stressful customer interactions